Review and approve or decline an invoice waiting on your sign-off, as covered in What are Approvals?.
These steps apply to the Weel web app. If you're approving from the Weel mobile app, the steps and screens differ.
Steps
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Open the invoice you need to approve. Click through from the approval-required email, or go to the Approvals page in the left-hand navigation, which lists everything currently waiting on your action, then click the invoice.
- Invoices awaiting approval also appear on the Accounts Payable page, under its Approval Required tab, if you'd rather review them alongside your other bills.
- Review the invoice's supplier, amount, due or payment date, coding, and attached documents against your business's approval rules and budget.
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Click Approve or Decline at the bottom of the invoice.
- Approve: Reads "Approve" if further approvals are still needed, and the invoice moves to the next approver. If yours is the final approval, your business has international payments or batch payments enabled, and this invoice hasn't been opted into batch payment, it reads "Approve and pay now" (payment date today or earlier) or "Approve and schedule payment" (payment date in the future). In every other case, including when this invoice has been opted into batch payment and is paid together with other batched invoices instead of on its own schedule, it simply reads "Approve."
- Decline: If your business has Decline Comments enabled (an Admin-controlled setting on certain plans), a dialog lets you choose Request changes (sends the invoice back to the requester) or Decline and archive (rejects it outright), with an optional comment. Without Decline Comments enabled, Decline rejects the invoice immediately.
What happens next
The requester is notified by email as soon as you act. If yours was the final approval, the invoice moves into the payment schedule, or pays immediately if the scheduled date is today or earlier. If you decline it, it's archived and won't be paid unless it's resubmitted after a Request changes.
If your business requires sign-off from multiple approvers, the invoice needs each approval in sequence. The button keeps reading "Approve" (not "Approve and pay now") until the final approval is given.